What We DoWealth Management Process

Getting Started

Our professional process is structured to provide a comfortable client experience and tailored advice. First, we invite you to contact us for an introductory conversation. We will then schedule a Discovery Meeting to learn about you, your financial picture, and what is important to you.

Following this meeting, if appropriate, we will schedule a Wealth Management Plan meeting to review our recommendations for your portfolio and other planning opportunities. We will take time to help you understand our advice and the value it may have for you. At this point, we should feel ready to make a mutual decision about whether or not we are a good fit to help you.

The Grand Wealth Management Process™

Our top priority is to learn what is important to you and help you make the best use of your available resources. We will meet regularly with you to review your progress and help you make good decisions about investments, retirement, tax, estate, charitable, and other planning needs. You can learn more about the series of meetings in the Grand Wealth Management Process below:

Hover over each meeting to learn more!

The Discovery Meeting

At our initial meeting, we’ll conduct a personal discovery interview. This meeting has two primary goals: to learn about you, your values, and your goals, and to assess your current financial state of affairs.

At this meeting, we will identify the obstacles you face in achieving all that is important to you. We’ll look at where you are, where you want to go, and how we can maximize the possibility of getting there.

The Wealth Management Plan Meeting

At this meeting, we’ll present our complete analysis of your current situation and recommendations for how we can bridge the gaps between where you are now and where you need to be in order to reach your goals. This plan will form the foundation for all of our work together.

While you may be tempted to implement your plan immediately, we’ll wait until you’ve had time to thoroughly review it. We’re looking for a lifelong relationship, so we want to make sure you’re completely comfortable with every step of the process.

The Mutual Decision Meeting

At this point, we’ll be ready to make a mutual decision about whether or not our firm can add substantial value and if we should proceed. If we both choose to work together, then we’ll commit to each other to work toward achieving everything that is important to you. We’ll also execute the documents necessary to put your wealth management plan into motion.

The 45-Day Follow-Up Meeting

When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we’ll help you organize all that paperwork in a notebook that we provide. We’ll also answer any questions you may have so that you understand exactly what is happening with your money.

Regular Progress Meetings

The regular progress meetings, which we’ll typically schedule every three months, give us an opportunity to review any new developments in your personal or financial situation. If these changes mean that we need to make adjustments to your wealth management plan, we’ll do so. During these meetings, we’ll also systematically review your overall progress toward your long-term goals.

At each regular progress meeting, we’ll typically concentrate on one area of your finances. Over two years, this process should ensure that every aspect of your financial life is working effectively and efficiently. We repeat this quarterly schedule as long as we are working together.

When we welcome new clients, one of our top priorities is to establish a long-term, mutually beneficial relationship.”